See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,348 | $138,044+3.1% | $125,339+13.6% | $134,475+5.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.21% | 750.33%-774.5pp | 572.05%-596.3pp | 417.96%-442.2pp |
| Employer contribution / active EE | $3,073 | $5,243-41.4% | $4,814-36.2% | $4,740-35.2% |
| Participant deferral / active EE | $4,961 | $7,799-36.4% | $7,446-33.4% | $6,400-22.5% |
| Admin fee / account holder | $23,022 | $11,571+99.0% | $10,010+130.0% | $11,426+101.5% |